Aditya Birla Sun Life Bal Bhavishya Yojna Wealth IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth IDCW Payout Direct Plan

NAV
₹15.1400
+0.80%
(30 Nov)
AUM
642 Cr
TER
0.75%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+3.6%
-2.4%
3Y
+11.1%
+12.9%
5Y
NA
+11.3%
ALL
+11.3%
+11.9%
VOL
17.8%
11.9%
TER
0.8%
1.1%
AUM
₹642 Cr
₹716 Cr
INFO
0.63
1.00
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Bal Bhavishya Yojna Wealth IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
ICICI Bank Ltd
7.5%
Reliance Industries Ltd
5.1%
Infosys Ltd
5.0%
Housing Development Finance Corp Ltd
4.3%
Axis Bank Ltd
4.2%
HDFC Bank Ltd
4.0%
State Bank of India
3.5%
Honeywell Automation India Ltd
3.3%
Kotak Mahindra Bank Ltd
2.7%
Larsen & Toubro Ltd
2.6%
Top industry exposure
Financial Services
33.3%
Consumer Cyclical
20.4%
Basic Materials
10.1%
Industrials
9.5%
Healthcare
7.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
45%
Lock-in period
5Y
Exit load
No exit load
Fund objective
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Fund manager(s)
Atul Penkar
Harshil Suvarnkar

FAQs